Mortgage Virtual Assistant

Streamline Your Mortgage Process with a Virtual Assistant

Hire a Mortgage Virtual Assistant

If you’re running a mortgage company, you know how demanding the work can be. You’re responsible for helping individuals and businesses purchase or refinance real estate properties. Whether it’s for a home for a growing family or an office space for a new company, mortgage lenders play a crucial role in making people’s real estate goals turn into reality.

However, mortgage loan officers or mortgage brokers often already have a lot on their plate. Time-consuming and repetitive tasks can take over their day. These tasks can hinder them from doing high-level tasks and helping more clients finance their real estate dreams. The solution? Getting top-notch mortgage virtual assistant services.

What is a Mortgage Virtual Assistant?

A mortgage virtual assistant (VA) is a skilled professional who provides mortgage loan officers and brokers administrative or technical support remotely. They provide critical support services to help mortgage companies stay on track, like document processing, customer service assistance, lead generation activities, and more.

Unlike in-house staff, virtual assistants provide their services outside the office, allowing business owners to save on overhead costs.

Tasks a Mortgage Virtual Assistant Can Do


A mortgage broker virtual assistant can help your mortgage operations go much more smoothly. Additionally, they can take important yet tedious tasks off your plate so you can focus on more high-level duties. Here are some examples of tasks that a virtual assistant for mortgage brokers or lenders can do:

Administrative Assistant Support

Customer Service Support

  • Application assistance
  • Qualification support for borrowers
  • Coordination with clients
  • Handling phone and email inquiries
  • Escalation of issues and concerns of clients
  • And other client-facing responsibilities

Marketing Support

Business Support

  • Loan origination process
  • Post-funding loan audits
  • Payment processing
  • Coordination for escrow services
  • CRM management
  • Documentation collection
  • Background check of potential borrowers
  • Updating of accounts and bookkeeping
  • Generating new leads
  • Mortgage research services
  • Researching compliance standards and market trends

And other business support duties

Benefits of Working with a Mortgage Virtual Assistant

Working with a mortgage loan virtual assistant offers many benefits to loan officers and business owners alike. Aside from saving money, business owners can find the time and energy they need to grow their mortgage services company.

Save on Costs

There are virtual staff overseas who can do the job at a fraction of the cost of hiring new people to join your local team. By working with virtual assistants, you can save money on expenses like office equipment, transportation allowances, and other government-mandated benefits.

Save Time

If your schedule is too full that you can’t find the time for growth strategies and other high-level duties, it’s time to get quality services from mortgage virtual assistants. Virtual assistants can support various business processes, so you can finally have time to draft your next big plan or simply work towards work-life balance. Plus, they can provide timely communication and documentation so you’re always up to date with the comings and goings of your mortgage company.

Increase Productivity and Avoid Burnout

With mortgage virtual assistants, you can check more things off your to-do list without the risk of burning out. Mortgage virtual assistants can help mortgage brokers or loan processors with time-consuming yet essential duties. They can help you manage your workload so you can have more time to do your core responsibilities and, perhaps more importantly, take care of your health.

Top Qualities of an Effective Mortgage Virtual Assistant

Computer Proficiency

Your mortgage VAs don’t have to be seasoned professionals when it comes to IT or anything tech-related, but they do have to be tech-savvy enough to navigate their most important tools of the trade: a computer and a stable internet connection. They won’t have officemates beside them to always help them with their concerns, so they need to know how to troubleshoot low-level IT concerns.

Communication Skills

Mortgage virtual assistants will be coordinating with a wide group of people, from real estate agents and loan processors to clients. To do this effectively, they need excellent communication skills. They must be able to converse professionally and clearly to make sure nothing gets lost in translation.

Additionally, having a VA with great listening and comprehension skills would be best. These skills will come in handy when they receive new assignments or have to note down feedback from customers. They can pinpoint what is being asked of them and know when to reach out should they have any clarifications.

Time Management

Often, clients are working on a strict timeline. Any delay in mortgage processing can mean a late move-in or turnover date. In order to avoid such a thing from happening, hiring virtual assistants with excellent time management skills is key. They know how important timely communication and prioritization of tasks can be.

How to Get Mortgage Virtual Assistant Services


Outsourcing some of the essential yet tedious processes can help lenders and mortgage brokers as you take back control of your time and energy. You can hire remote talents via online job sites or your own website’s career portal. However, you still need to be meticulous in your search to ensure you get the most suitable person for the job.

Rushing into the recruitment process can cause you not just time but valuable financial resources. If you want help finding and screening the best VA talents out there, then it’s best to seek professional help from a reputable outsourcing or VA staffing company like 20four7VA.

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Why Choose 20four7VA?

20four7VA is a leading provider of virtual assistant solutions. We have a decade of experience matching business owners with top-notch remote talents to help them grow.

When you work with us, you won’t just get expert help in screening and recruiting applicants. All 20four7Va clients have access to our award-winning virtual assistant services, including:

  • Free client-matching services
  • Dedicated customer support
  • HR support
  • In-house VA training and upskilling
  • IT helpdesk services
  • And much more!

A mortgage virtual assistant can help take your mortgage business to greater heights. They can help you save costs while increasing productivity. And when you hire one with 20four7VA, you can be assured that you are getting top-notch talent and high-quality remote staffing service.

Ready to reap the benefits of getting mortgage virtual assistant services? It all starts with a free, no-strings-attached call. Schedule a free consultation with the 20four7VA Growth Experts today!

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